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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,489 | $211,288-38.7% | $178,540-27.5% | $145,884-11.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.32% | 30.27%-23.0pp | 27.15%-19.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,665 | $4,574-63.6% | $3,953-57.9% | $4,662-64.3% |
| Participant deferral / active EE | $1,810 | $6,967-74.0% | $6,281-71.2% | $6,690-72.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |